• Investment Consultant - City National Rochdale

    City National Bank (Houston, TX)
    …Market markets * 3 plus years delivering formal client presentations * CFA - Charter Financial Analyst (or in process of CFA) * Ability to travel up to 40% of the ... portfolio management, including knowledge of investment techniques and asset allocation , investment research, capital market behaviors, and financial instruments… more
    City National Bank (06/19/25)
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  • Financial Planning Associate Director

    Wolters Kluwer (Houston, TX)
    …with notable risk and complexity * Impacts the direction and resource allocation for projects across departments or areas * Communicates complex ideas (internally ... or accounting * 7 or more years of experience as a Financial Analyst , including roles in Accounting, Financial Planning and Analysis, Corporate Reporting * Strong… more
    Wolters Kluwer (06/18/25)
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  • Wealth Regional Managing Director

    Truist (Houston, TX)
    …monitors assigned investment accounts for adherence to investment and asset allocation objectives and policies * Employ strong talent management practices around ... in professional level certification programs such as Chartered Financial Analyst , Accredited Asset Management Specialist, Certified Financial Planner, Certified… more
    Truist (05/13/25)
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